AUMdb

Iav Automotive Engineering Inc. 401(k) Plan

Sponsored by Iav Automotive Engineering Inc. · EIN 383431346 · Plan #001

Total assets
$17.4M
Net assets
$17.4M
Active participants
87
With balances
139

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $48,100
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $10,466
Wellth Advisory Services, Llc Investment advisory (plan), Direct payment from the plan $8,329
Lpl Financial Llc Other services, Other commissions, Other fees $0